Compare AU
Compare IHVV vs. WVOL
Compare shares and ETFs on the ASX that you can trade on Pearler.
Overview
When it comes to investing in the Australian stock market, Exchange-Traded Funds (ETFs) are a popular choice. Two well-known options in the Australian Securities Exchange (ASX) are the S&P US 500 (AUD Hedged) (IHVV) and the Edge MSCI World Minimum Volatility (WVOL). In this comparison, we'll delve into these ETFs across various dimensions to help you make an informed investment decision.
Community Stats
IHVV | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 4 |
Median incremental investment | $1,500.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.80 | $3,654.27 |
Average age group | > 35 | > 35 |
Key Summary
IHVV | WVOL | |
|---|---|---|
Strategy | IHVV.AX was created on 2014-12-15 by iShares. The fund's investment portfolio concentrates primarily on large cap equity. The fund aims to provide investors with the performance of the S&P 500 Hedged AUD Index, before fees and expenses. The index is designed to measure the AUD hedged performance of large capitalisation US equities. | WVOL.AX was created on 2016-10-11 by iShares. The fund's investment portfolio concentrates primarily on total market equity. The ETF currently has 91.51m in AUM and 386 holdings. The fund aims to provide investors with the performance of the MSCI World Minimum Volatility (AUD) Index, before fees and expenses. |
Top 3 holdings | Microsoft Corporation (6.95 %) Apple, Inc. (5.75 %) NVIDIA Corporation (5.10 %) | T MOBILE US INC (1.53 %) JOHNSON & JOHNSON (1.18 %) BERKSHIRE HATHAWAY INC CLASS B (1.16 %) |
Top 3 industries | Other (99.94 %) Communication Services (0.06 %) | Information Technology (20.14 %) Health Care (16.42 %) Consumer Staples (10.94 %) |
Top 3 countries | United States (94.52 %) | United States (66.44 %) Japan (10.77 %) Canada (4.58 %) |
Management fee | 0.1 % | 0.3 % |
Key Summary
IHVV | WVOL | |
|---|---|---|
Issuer | iShares | iShares |
Tracking index | S&P 500 Hedged to AUD Index - AUD | MSCI World Minimum Volatility (AUD) Index - AUD |
Asset class | ETF | ETF |
Management fee | 0.1 % | 0.3 % |
Price | $55.73 | $42.42 |
Size | $2.040 billion | $89.893 million |
10Y return | N/A | N/A |
Annual distribution yield (5Y) | 51.08 % | 2.71 % |
Market | ASX | ASX |
First listed date | 18/12/2014 | 14/10/2016 |
Purchase fee | $6.50 | $6.50 |
Community Stats
IHVV | WVOL | |
|---|---|---|
Popularity | Low | Low |
Pearlers invested | 164 | 4 |
Median incremental investment | $1,500.00 | $2,005.19 |
Median investment frequency | Monthly | Monthly |
Median total investment | $3,434.80 | $3,654.27 |
Average age group | > 35 | > 35 |
Pros and Cons
IHVV | WVOL | |
|---|---|---|
Pros |
| |
Cons |
|
IHVV | WVOL |
|---|---|
Higher exposure to US market | Lower exposure to US market |
Lower management fee | Higher management fee |
Higher price growth | Lower price growth |
Higher distribution yield | Lower distribution yield |